CIK 1374889
Ballentine Partners, LLC
Institutional 13F holdings & portfolio
Holdings
1,009
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,009
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.7M | $1M+ | SH |
| IEFA | ISHARES TR | 6.4M | $1M+ | SH |
| ITOT | ISHARES TR | 3.2M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4.9M | $1M+ | SH |
| IEMG | ISHARES INC | 4.1M | $1M+ | SH |
| IVV | ISHARES TR | 366K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 227K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.8M | $1M+ | SH |
| IGF | ISHARES TR | 2.4M | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 1.5M | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 390K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 3.2M | $1M+ | SH |
| IWB | ISHARES TR | 210K | $1M+ | SH |
| IJH | ISHARES TR | 1.2M | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 1.5M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 103K | $1M+ | SH |
| IWV | ISHARES TR | 132K | $1M+ | SH |
| IJR | ISHARES TR | 355K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 192K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 472K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 887K | $1M+ | SH |
| EFA | ISHARES TR | 394K | $1M+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 299K | $1M+ | SH |
| JUST | GOLDMAN SACHS ETF TR | 256K | $1M+ | SH |
| IWF | ISHARES TR | 51K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 487K | $1M+ | SH |
| SCZ | ISHARES TR | 293K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 660K | $1M+ | SH |
| AAPL | APPLE INC | 76K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 65K | $1M+ | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 231K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 29K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 234K | $1M+ | SH |
| IEUR | ISHARES TR | 234K | $1M+ | SH |
| GLD | SPDR GOLD TR | 40K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 344K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 61K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 26K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 47K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 143K | $1M+ | SH |
| EWJ | ISHARES INC | 116K | $1M+ | SH |
| CTVA | CORTEVA INC | 129K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 50K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 16K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 41K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 105K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 22K | $1M+ | SH |
| IWM | ISHARES TR | 29K | $1M+ | SH |
| ICF | ISHARES TR | 116K | $1M+ | SH |
| EEM | ISHARES TR | 122K | $1M+ | SH |